Matthew Hedberg
Stock Analyst at RBC Capital
(4.34)
# 492
Out of 4,412 analysts
450
Total ratings
57.65%
Success rate
13.1%
Average return
Main Sectors:
50 Stocks
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| INFA Informatica | Reiterates: Outperform | $41 | $31.90 | +28.53% | 7 | Apr 15, 2024 | |
| PATH UiPath | Reiterates: Sector Perform | $29 | $19.46 | +49.02% | 18 | Apr 1, 2024 | |
| ADSK Autodesk | Reiterates: Outperform | $320 | $217.93 | +46.84% | 17 | Apr 1, 2024 | |
| ADBE Adobe | Reiterates: Outperform | $630 | $477.56 | +31.92% | 16 | Mar 27, 2024 | |
| ALTR Altair Engineering | Reiterates: Sector Perform | $90 | $83.58 | +7.68% | 8 | Mar 21, 2024 | |
| VRNS Varonis Systems | Reiterates: Outperform | $56 | $45.33 | +23.54% | 12 | Mar 15, 2024 | |
| EVCM EverCommerce | Maintains: Outperform | $12 → $11 | $9.17 | +19.96% | 10 | Mar 15, 2024 | |
| JAMF Jamf Holding | Reiterates: Outperform | $21 | $19.55 | +7.42% | 12 | Mar 14, 2024 | |
| IOT Samsara | Maintains: Outperform | $40 → $47 | $35.99 | +30.59% | 13 | Mar 8, 2024 | |
| MGNI Magnite | Reiterates: Outperform | $15 | $9.19 | +63.22% | 6 | Mar 7, 2024 | |
| CRWD CrowdStrike Holdings | Maintains: Outperform | $357 → $420 | $304.07 | +38.13% | 19 | Mar 6, 2024 | |
| BASE Couchbase | Maintains: Outperform | $32 → $35 | $25.47 | +37.42% | 12 | Mar 6, 2024 | |
| GTLB GitLab | Reiterates: Outperform | $80 | $55.46 | +44.25% | 20 | Mar 5, 2024 | |
| XMTR Xometry | Maintains: Sector Perform | $38 → $23 | $17.53 | +31.20% | 8 | Mar 1, 2024 | |
| SNOW Snowflake | Maintains: Outperform | $255 → $246 | $158.13 | +55.57% | 2 | Feb 29, 2024 | |
| OKTA Okta | Maintains: Outperform | $95 → $125 | $92.29 | +35.44% | 12 | Feb 29, 2024 | |
| NTNX Nutanix | Maintains: Outperform | $68 → $72 | $61.66 | +16.77% | 10 | Feb 29, 2024 | |
| BSY Bentley Systems | Reiterates: Outperform | $61 | $53.99 | +12.98% | 10 | Feb 28, 2024 | |
| NABL N-able | Maintains: Outperform | $16 → $17 | $12.40 | +37.10% | 5 | Feb 23, 2024 | |
| PANW Palo Alto Networks | Maintains: Outperform | $420 → $365 | $291.42 | +25.25% | 18 | Feb 21, 2024 | |
| TTD The Trade Desk | Maintains: Outperform | $90 → $105 | $84.73 | +23.92% | 10 | Feb 16, 2024 | |
| DDOG Datadog | Reiterates: Outperform | $151 | $131.45 | +14.87% | 18 | Feb 16, 2024 | |
| CFLT Confluent | Maintains: Outperform | $35 → $37 | $29.75 | +24.37% | 3 | Feb 14, 2024 | |
| TDC Teradata | Maintains: Sector Perform | $59 → $48 | $37.67 | +27.42% | 6 | Feb 13, 2024 | |
| SWI SolarWinds | Maintains: Sector Perform | $13 → $15 | $11.12 | +34.89% | 6 | Feb 9, 2024 | |
| FFIV F5, Inc. | Reiterates: Sector Perform | $204 | $181.94 | +12.12% | 11 | Feb 9, 2024 | |
| DT Dynatrace | Reiterates: Outperform | $66 | $47.10 | +40.13% | 13 | Feb 9, 2024 | |
| NET Cloudflare | Maintains: Outperform | $95 → $108 | $88.01 | +22.71% | 13 | Feb 9, 2024 | |
| RPD Rapid7 | Reiterates: Outperform | $70 | $45.93 | +52.41% | 13 | Feb 8, 2024 | |
| QLYS Qualys | Maintains: Sector Perform | $212 → $180 | $170.36 | +5.66% | 6 | Feb 8, 2024 | |
| CHKP Check Point Software | Maintains: Sector Perform | $159 → $165 | $151.20 | +9.13% | 7 | Feb 7, 2024 | |
| GEN Gen Digital | Reiterates: Sector Perform | $25 | $20.63 | +21.18% | 3 | Feb 2, 2024 | |
| PTC PTC Inc. | Reiterates: Outperform | $202 | $180.99 | +11.61% | 11 | Feb 1, 2024 | |
| NOW ServiceNow | Maintains: Outperform | $840 → $850 | $723.55 | +17.48% | 13 | Jan 25, 2024 | |
| PD PagerDuty | Maintains: Outperform | $32 → $31 | $20.83 | +48.82% | 7 | Dec 1, 2023 | |
| ESTC Elastic | Maintains: Outperform | $87 → $107 | $107.43 | -0.40% | 11 | Dec 1, 2023 | |
| ZS Zscaler | Reiterates: Outperform | $220 | $177.05 | +24.26% | 14 | Nov 28, 2023 | |
| PWSC PowerSchool Holdings | Maintains: Outperform | $29 → $27 | $17.57 | +53.67% | 7 | Nov 8, 2023 | |
| OLO Olo Inc. | Maintains: Outperform | $11 → $9 | $5.00 | +80.00% | 7 | Nov 7, 2023 | |
| ANSS ANSYS | Maintains: Sector Perform | $310 → $290 | $333.75 | -13.11% | 9 | Nov 3, 2023 | |
| DV DoubleVerify Holdings | Reiterates: Outperform | $48 | $30.23 | +58.78% | 11 | Sep 15, 2023 | |
| NTCT NetScout Systems | Maintains: Sector Perform | $36 → $34 | $19.90 | +70.85% | 4 | May 5, 2023 | |
| PUBM PubMatic | Maintains: Outperform | $31 → $27 | $23.21 | +16.33% | 3 | Nov 9, 2022 | |
| QTWO Q2 Holdings | Maintains: Outperform | $110 → $90 | $53.28 | +68.92% | 1 | Feb 17, 2022 | |
| SCWX SecureWorks | Maintains: Sector Perform | n/a | $6.00 | - | 2 | Dec 3, 2021 | |
| ASAN Asana | Maintains: Outperform | n/a | $15.08 | - | 1 | Jun 4, 2021 | |
| ZM Zoom Video | Maintains: Outperform | n/a | $62.00 | - | 1 | May 28, 2021 | |
| INTU Intuit | Maintains: Outperform | n/a | $636.55 | - | 2 | May 26, 2021 | |
| HUBS HubSpot | Maintains: Outperform | n/a | $631.13 | - | 1 | May 6, 2021 | |
| PAYC Paycom Software | Maintains: Outperform | n/a | $188.89 | - | 1 | Feb 11, 2021 |
Informatica
Apr 15, 2024
Reiterates: Outperform
Price Target: $41
Current: $31.90
Upside: +28.53%
UiPath
Apr 1, 2024
Reiterates: Sector Perform
Price Target: $29
Current: $19.46
Upside: +49.02%
Autodesk
Apr 1, 2024
Reiterates: Outperform
Price Target: $320
Current: $217.93
Upside: +46.84%
Adobe
Mar 27, 2024
Reiterates: Outperform
Price Target: $630
Current: $477.56
Upside: +31.92%
Altair Engineering
Mar 21, 2024
Reiterates: Sector Perform
Price Target: $90
Current: $83.58
Upside: +7.68%
Varonis Systems
Mar 15, 2024
Reiterates: Outperform
Price Target: $56
Current: $45.33
Upside: +23.54%
EverCommerce
Mar 15, 2024
Maintains: Outperform
Price Target: $12 → $11
Current: $9.17
Upside: +19.96%
Jamf Holding
Mar 14, 2024
Reiterates: Outperform
Price Target: $21
Current: $19.55
Upside: +7.42%
Samsara
Mar 8, 2024
Maintains: Outperform
Price Target: $40 → $47
Current: $35.99
Upside: +30.59%
Magnite
Mar 7, 2024
Reiterates: Outperform
Price Target: $15
Current: $9.19
Upside: +63.22%
CrowdStrike Holdings
Mar 6, 2024
Maintains: Outperform
Price Target: $357 → $420
Current: $304.07
Upside: +38.13%
Couchbase
Mar 6, 2024
Maintains: Outperform
Price Target: $32 → $35
Current: $25.47
Upside: +37.42%
GitLab
Mar 5, 2024
Reiterates: Outperform
Price Target: $80
Current: $55.46
Upside: +44.25%
Xometry
Mar 1, 2024
Maintains: Sector Perform
Price Target: $38 → $23
Current: $17.53
Upside: +31.20%
Snowflake
Feb 29, 2024
Maintains: Outperform
Price Target: $255 → $246
Current: $158.13
Upside: +55.57%
Okta
Feb 29, 2024
Maintains: Outperform
Price Target: $95 → $125
Current: $92.29
Upside: +35.44%
Nutanix
Feb 29, 2024
Maintains: Outperform
Price Target: $68 → $72
Current: $61.66
Upside: +16.77%
Bentley Systems
Feb 28, 2024
Reiterates: Outperform
Price Target: $61
Current: $53.99
Upside: +12.98%
N-able
Feb 23, 2024
Maintains: Outperform
Price Target: $16 → $17
Current: $12.40
Upside: +37.10%
Palo Alto Networks
Feb 21, 2024
Maintains: Outperform
Price Target: $420 → $365
Current: $291.42
Upside: +25.25%
The Trade Desk
Feb 16, 2024
Maintains: Outperform
Price Target: $90 → $105
Current: $84.73
Upside: +23.92%
Datadog
Feb 16, 2024
Reiterates: Outperform
Price Target: $151
Current: $131.45
Upside: +14.87%
Confluent
Feb 14, 2024
Maintains: Outperform
Price Target: $35 → $37
Current: $29.75
Upside: +24.37%
Teradata
Feb 13, 2024
Maintains: Sector Perform
Price Target: $59 → $48
Current: $37.67
Upside: +27.42%
SolarWinds
Feb 9, 2024
Maintains: Sector Perform
Price Target: $13 → $15
Current: $11.12
Upside: +34.89%
F5, Inc.
Feb 9, 2024
Reiterates: Sector Perform
Price Target: $204
Current: $181.94
Upside: +12.12%
Dynatrace
Feb 9, 2024
Reiterates: Outperform
Price Target: $66
Current: $47.10
Upside: +40.13%
Cloudflare
Feb 9, 2024
Maintains: Outperform
Price Target: $95 → $108
Current: $88.01
Upside: +22.71%
Rapid7
Feb 8, 2024
Reiterates: Outperform
Price Target: $70
Current: $45.93
Upside: +52.41%
Qualys
Feb 8, 2024
Maintains: Sector Perform
Price Target: $212 → $180
Current: $170.36
Upside: +5.66%
Check Point Software
Feb 7, 2024
Maintains: Sector Perform
Price Target: $159 → $165
Current: $151.20
Upside: +9.13%
Gen Digital
Feb 2, 2024
Reiterates: Sector Perform
Price Target: $25
Current: $20.63
Upside: +21.18%
PTC Inc.
Feb 1, 2024
Reiterates: Outperform
Price Target: $202
Current: $180.99
Upside: +11.61%
ServiceNow
Jan 25, 2024
Maintains: Outperform
Price Target: $840 → $850
Current: $723.55
Upside: +17.48%
PagerDuty
Dec 1, 2023
Maintains: Outperform
Price Target: $32 → $31
Current: $20.83
Upside: +48.82%
Elastic
Dec 1, 2023
Maintains: Outperform
Price Target: $87 → $107
Current: $107.43
Upside: -0.40%
Zscaler
Nov 28, 2023
Reiterates: Outperform
Price Target: $220
Current: $177.05
Upside: +24.26%
PowerSchool Holdings
Nov 8, 2023
Maintains: Outperform
Price Target: $29 → $27
Current: $17.57
Upside: +53.67%
Olo Inc.
Nov 7, 2023
Maintains: Outperform
Price Target: $11 → $9
Current: $5.00
Upside: +80.00%
ANSYS
Nov 3, 2023
Maintains: Sector Perform
Price Target: $310 → $290
Current: $333.75
Upside: -13.11%
DoubleVerify Holdings
Sep 15, 2023
Reiterates: Outperform
Price Target: $48
Current: $30.23
Upside: +58.78%
NetScout Systems
May 5, 2023
Maintains: Sector Perform
Price Target: $36 → $34
Current: $19.90
Upside: +70.85%
PubMatic
Nov 9, 2022
Maintains: Outperform
Price Target: $31 → $27
Current: $23.21
Upside: +16.33%
Q2 Holdings
Feb 17, 2022
Maintains: Outperform
Price Target: $110 → $90
Current: $53.28
Upside: +68.92%
SecureWorks
Dec 3, 2021
Maintains: Sector Perform
Price Target: n/a
Current: $6.00
Upside: -
Asana
Jun 4, 2021
Maintains: Outperform
Price Target: n/a
Current: $15.08
Upside: -
Zoom Video
May 28, 2021
Maintains: Outperform
Price Target: n/a
Current: $62.00
Upside: -
Intuit
May 26, 2021
Maintains: Outperform
Price Target: n/a
Current: $636.55
Upside: -
HubSpot
May 6, 2021
Maintains: Outperform
Price Target: n/a
Current: $631.13
Upside: -
Paycom Software
Feb 11, 2021
Maintains: Outperform
Price Target: n/a
Current: $188.89
Upside: -